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Registered Client Associate- Wayzata, MN | BOA | Wayzata, MN
OPPORTUNITY FOR ACHIEVEMENT™...
At Bank of America we take great pride in creating career opportunities
for our associates - and we provide them with the training and support
they need to achieve their goals.
Bank of America is seeking professional and motivated candidates
interested in the following opportunity:
There is an immediate opening for a full time experienced CA working
with the Eckerline, Bencini & Boyd group. The EBB Group is consistently
ranked as one of the top financial advisory teams in the US with
approximately $2 billion in assets. The team consists of five FAs, one
IA and six CAs. Peter Eckerline has been ranked the top FA in Minnesota
by Barron's and the Twin Cities Business Journal since 2005. Christina
Boyd and Barb Bencini have been two of the top 100 women FAs in the
country by Barron's every year since 2005. The EBB group is part of the
Wayzata Bay office and St. Paul Complex. Interested candidates should
contact Chris Burque, Resident Director for Wayzata Bay and Pete
Eckerline.
The Client Associate (CA) role is a sales support position, typically
providing dedicated operational and sales support to multiple Financial
Advisors (FA's). Incumbents may also on a regular basis support office
initiatives, in addition to the businesses of particular FA's. For
established clients, the CA will often serve as the most frequent point
of contact with Merrill Lynch.
Specific responsibilities will include but not be limited to:
- Frequent client contact, typically by telephone, but also in-person
and by email
- Resolving client inquiries and complaints and determining which issues
require immediate elevation to the Financial Advisor (FA) or a member of
the branch management team
- Account administration & maintenance
- Prospect for new business in addition to prospecting existing clients
for new product and service offerings
- Determine which clients are most appropriate to contact for specific
initiatives & service offerings
- Place certain unsolicited orders for designated clients, under FA
supervision
- Serve as the main point of contact for established clients
JOB REQUIREMENTS:
- Undergraduate degree preferred
- Minimum of 1+ years professional or relevant internship experience
required
- Series 7 & 63/65 or 66 registration preferred; if hired without
licenses, candidate will need to acquire
- Knowledge of investment and banking products, policies & procedures is
required
- Strong client service & technical skills (MS Word & Excel)
- Strong communication, time management and organizational skills are
required
Please be advised that under current company policy, Merrill Lynch does
not sponsor a visa petition or other work authorization, nor will the
company provide relocation assistance, for this position.
In return for your talent, Bank of America offers outstanding career
opportunities and advancement and promotes a healthy work/life balance
through special benefits and programs.
Bank of America is an Equal Opportunity Employer M/F/D/V.
To apply for this position, please copy and paste the following link
into your browser address bar:
http://bankofamerica.contacthr.com/21305081
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